10 - Move the Deal
Close & Next Steps
Every customer call should end with a calendared next step. If you leave a call with "we'll be in touch," you're losing the deal.
Closing Checklist - Use Every Call
- Recap the three pains they shared in their own words. "So if I heard right, the three things hurting most are X, Y, Z."
- Confirm the cost in their own numbers. "And X is costing roughly Y per month - that's the bar we'd need to clear, right?"
- Map the decision. "Beyond you, who else needs to be in the room before this becomes real?"
- Identify the champion. "Who on your team would benefit most from this getting built?"
- Set the next step on the call. Calendar invite before you hang up. "Next Tuesday at 2pm I'll come back with a discovery proposal - does that work?"
- Send a recap email within 24 hours. Restate their pain, their numbers, your proposed next step. Forward-able.
- Get budget signal. "If we get to a proposal we both believe in, what's the path to a yes?"
- Always ask for the meeting after this one. Never end without a calendared follow-up.